Top 10 charitable planning strategies for financial advisors: Helping your clients and your business with charitable planning​
Date: Wednesday, November 30, 2022
Time: 12:00pm - 1:00pm
Location: Zoom
Speaker: Dr. Russell James
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Top 10 charitable planning strategies for financial advisors: Helping your clients and your business with charitable planning​
Location: Virtual via Zoom
Presented By:
Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University
After more than a quarter century spent as a planned giving fundraiser, an estate planning attorney in private practice, a major gifts fundraiser/college president, and now as a university professor researching charitable giving and fundraising, Russell James's focus is to make and share words, pictures, and discoveries that help others to encourage generosity.
Dr. James's research has been cited in outlets such as The Economist, The Wall Street Journal, The New York Times, U.S. News & World Reports, CNN, NBC News, Bloomberg News, ABC News, USA Today, and The Chronicle of Philanthropy. His publications have appeared in more than forty different academic journals
His teaching includes classroom and online graduate instruction, webinars, seminars, educational videos, and keynote presentations at national conferences for fundraisers, financial planners, and estate planners.
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